See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,138 | $74,879,922-99.9% | $40,145,923-99.7% | $273,961-61.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 3.67% | 2.55%+1.1pp | 5.24%-1.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $6,120 | $2,350+160.4% | $1,844+231.9% | $4,869+25.7% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,921 | $3,725-48.4% | $2,903-33.8% | $10,132-81.0% |